Purdue Global University
BA in Forensic Accounting & Auditing, 2019 Master in Financial Planning, 2022
Qualifications
I am passionate about providing bookkeeping and CFO services. As a child, I was taught to spend what I had because I may not live tomorrow. However, I realized that this created debt rather than building a future, especially for one’s family.
As I grew in my accounting career, I realized the importance of creating a relationship with money and investing in the future, even if it is $1 at a time. This is why I believe that accurate numbers will ensure a financial story and give you more freedom to spend time with your family or focus on building your business.
I help businesses of all sizes with their bookkeeping so that they can focus on what they love, which is running their business. I am an advanced pro-advisor with over ten years of bookkeeping knowledge. Fun fact! I started for Walmart Home Office at 18 years old!
After working for large companies, I realized I wanted to own my own business. I have the experience and the degrees to back it up. My bachelor’s degree is in accounting, focusing on forensic accounting and auditing.
I have helped my clients:
As a bookkeeper and watching my firm grow, I enjoy working with my clients and watching them grow, helping with their growing pains, and making their lives easier with one less hat to put on!
I look forward to working with you!
Luis Orozco
OBS Financials, LLC
In the beginning, it started with my mom’s influence, and now I am grateful for that because it changed my thinking about my background spending to realize how important it is to make yourself financially well round, which is why I see it as essential to have a financial advisor and a bookkeeper.
Now, my passion is to help small businesses accurately report their numbers and to help give some advice to see what they can do better. I enjoy getting to know my clients, their challenges, and how I can help them in any way, shape, or form, even if they do not decide to use me.
I love seeing businesses grow and succeed because that is where I feel accomplished helping someone.
Hello there! My name is Kayla, and I’m thrilled to provide you with professional bookkeeping services. I have a passion for helping others and an eye for detail.
I am dedicated in my career to helping individuals and businesses maintain accurate financial records. I have always been fascinated by finance and its pivotal role in any organization’s success.
My journey and collaboration with companies have enriched my understanding of the bookkeeping of various industries and the unique financial challenges they face. I enjoy working with a diverse range of clients.
Whether your business needs start-up, is established, growing, or transitioning, let’s see how we can personalize solutions and assist in reaching your goals! Let’s collaborate and transform your bookkeeping experience and build a strong foundation for your financial future!
Reclaiming 3 hours a week can save $900 monthly in lost business due to bookkeeping.
Varied options, and a superb monthly plan that is affordable for everyone.
Flat-rate pricing guarantees peace with no surprises, just transparent costs.
Software Advisor to solves all software queries.
